Field Service Management
Empower your teams with a next-gen AI-powered field service app
Lower Costs, Boost Efficiency, and Deliver Exceptional Service with a Next-Gen Field Service Management App
Leverage AI to streamline field operations, enhance scheduling accuracy, automate dispatch, and empower technicians for faster issue resolution
Introducing nexaFIELD, a comprehensive Field Service Management solution designed to enhance customer satisfaction, boost revenue opportunities, and streamline field operations. Powered by AI-driven insights, nexaFIELD optimizes resource allocation, predicts maintenance needs, and automates routine tasks, enabling smarter decision-making. Built on the robust and scalable SugarCRM platform, nexaFIELD simplifies complex tasks for dispatchers and technicians, ensuring seamless integration with your CRM systems, ERP systems, invoicing systems, and IIoT platforms. With advanced AI capabilities, it provides real-time analytics, improves first-time fix rates, and enhances overall operational efficiency, empowering businesses to deliver exceptional field services consistently.
Automated Workflows for Key Field Service Processes
Break-Fix / Repair
Automated workflows streamline the repair process by generating service cases, assigning tasks to the right technicians, and providing diagnostic data. Real-time updates keep technicians informed and enable customers to track progress, ensuring swift and efficient issue resolution.
Maintenance – Conditional & Predictive
Workflows for conditional and predictive maintenance proactively address potential issues by triggering tasks based on asset performance data. Automated scheduling and notifications ensure timely interventions, reducing downtime and preventing costly breakdowns.
Installation & Commissioning
Automated workflows ensure smooth installation and commissioning through guided pre-installation checks, step-by-step instructions, and real-time progress updates. Digital sign-offs simplify task completion, improving accuracy and efficiency.
Inspection
Inspection workflows automate scheduling, provide digital checklists, and facilitate real-time data capture. Findings are instantly recorded, generating actionable follow-ups to address issues, ensuring safety, compliance, and streamlined operations.
Key Benefits of nexaFIELD
Increased Revenue Opportunities
Unlock significant upsell potential in parts and labor through enhanced service offerings tailored to customer needs. By leveraging predictive insights and automated workflows, businesses can identify and capitalize on additional revenue streams, driving sustained growth.
Cost Reduction
Achieve substantial savings by streamlining critical field service processes such as scheduling, dispatching, and maintenance. By reducing operational inefficiencies, minimizing downtime, and automating repetitive tasks, businesses can lower costs while maintaining service quality.
Enhanced Customer Satisfaction (CSAT)
Deliver timely and efficient field services that exceed customer expectations. Real-time updates, proactive maintenance, and seamless issue resolution contribute to superior customer experiences, fostering loyalty and long-term relationships.
Improved Cash Flows
Accelerate the ticket-to-invoice lifecycle with automated workflows that streamline billing processes and reduce payment delays. By improving the efficiency of financial operations, businesses can ensure steady cash flow and maintain healthy financial stability.
Industry-leading Features
Field Service
Analytics
Gain actionable insights into field operations with real-time analytics and performance tracking.
Mobile and
Tablet Ready
Empower field technicians with mobile-friendly interfaces and real-time updates.
360 Degree
Account View
Access a complete view of customer data, including service history, contracts, and interactions.
Contract
Management
Automate and manage service contracts, renewals, and compliance tracking efficiently.
Asset/Equipment
Management
Monitor and maintain customer assets with real-time tracking and predictive maintenance.
Omni-Channel
Ticketing
Manage customer service requests from multiple communication channels in a single system.
Work Orders /
Job Cards
Streamline service order creation, assignment, and tracking for optimized field operations.
Manage Quotes
Orders / Invoices
Automate quote generation, order processing, and invoicing for faster revenue cycles.
Service Centre
Management
Standardize service center operations with centralized tracking and performance monitoring.
Notifications & SLA
Management
Ensure timely service delivery with automated alerts and SLA tracking.
Knowledge
Base
Provide field technicians with instant access to troubleshooting guides and manuals.
Resource
Scheduling
Optimize technician scheduling with AI-driven assignments based on skills and availability.
Site Route
Planning
Reduce travel time and fuel costs with AI-powered route optimization.
Warehouse &
Trunk Inventory
Manage spare parts and tools with real-time inventory tracking and automated replenishments.
Site Visit
Reporting
Digitally capture job completion details, customer feedback, and service documentation.
Timesheet
Management
Automate work-hour tracking and payroll processing for improved workforce efficiency.
Travel & Expense
Management
Simplify expense tracking and approvals with automated reimbursement workflows.
Remote
Assistance
Enable real-time troubleshooting and guidance through live video and chat support.
Integrated Project
Management
Manage large-scale service projects with real-time tracking and collaboration tools.
Customer
Portal
Enable customers to track service requests, access invoices, and manage appointments.
Subcontractor
Management
Monitor subcontractor performance, compliance, and service execution efficiently.
Integrated
Payments
Process secure and seamless payments with integrated invoicing and transaction tracking.
ERP & CRM
Connectors
Seamlessly integrate with ERP and CRM platforms for real-time data synchronization.
IOT
Integration
Connect with IoT devices for predictive maintenance and remote asset monitoring.
Dynamic Forms &
Checklists
Digitize workflows with customizable forms and automated compliance tracking.
In today’s fast-paced world, businesses that rely on field service teams need more than just traditional scheduling tools—they need intelligent automation to stay ahead. AI-powered nexaFIELD is revolutionizing the way companies manage their workforce, optimize service delivery, and enhance customer satisfaction. With AI-driven scheduling, predictive maintenance, and real-time tracking, nexaFIELD eliminates inefficiencies, reduces costs, and improves first-time fix rates.
By leveraging machine learning and data analytics, businesses can anticipate service needs, dispatch the right technician faster, and automate routine tasks—leading to smarter operations and higher profitability. Whether you’re managing a fleet of technicians, servicing equipment, or handling complex service contracts, AI-powered nexaFIELD gives your team the tools they need to deliver faster, more reliable service while driving business growth.
Smart Scheduling & Dispatch
AI-optimized technician assignments based on skills, location, and availability, reducing travel time and improving efficiency.
Enhanced Customer Experience
Real-time service updates, accurate ETAs, and proactive issue resolution improve satisfaction, trust, and, retention.
Increased First-Time Fix Rates
Technicians access real-time diagnostics, past service history, and predictive insights to ensure quicker issue resolution.
Smart Analytics & Decision-Making
Dashboards provide real-time insights into technician performance, service trends, and operational efficiency.
Enhanced Delivery with Reduced Idle Time
AI-powered route planning and job scheduling, minimizing technician downtime and improving overall service delivery efficiency.
Higher Revenue from Upsell
Technicians get smart recommendations for additional parts or services, increasing upsell opportunities and boosting revenue.
Regardless of industry, managing field service operations efficiently is key to delivering exceptional service and reducing downtime. AI-powered nexaFIELD helps businesses streamline workflows, automate scheduling, and enhance technician productivity—ensuring seamless service delivery across manufacturing, healthcare, utilities, and more.
Manufacturing
In manufacturing, unexpected downtime of equipment can result in delays in production, lost business, and higher operating expenses. nexaFIELD AI-powered enables manufacturers to streamline maintenance of equipment, automate work orders, and stay compliant with safety regulations. Through predictive maintenance, real-time monitoring, and smart scheduling, companies can reduce machine failures, improve technician productivity, and prolong the life of equipment—resulting in smooth and uninterrupted production.
Medical Equipment
Reliability is paramount in the medical device market, where downtime can have a direct effect on patient care and adherence to strict regulations. nexaFIELD helps medical device manufacturers track service history, automate preventative maintenance, and maintain regulatory compliance with integrated reporting capabilities. AI-powered diagnostics and remote monitoring enable technicians to detect potential failures ahead of time, enhancing service response times and eliminating expensive emergency repairs.
HVAC (Heating, Ventilation, and Air Conditioning)
HVAC relies on on-time service, dispatch efficiency, and precise inventory tracking to ensure equipment runs as planned. HVAC organizations can schedule on autopilot, grant real-time access to jobs to their field technicians, and streamline preventive maintenance contracts using nexaFIELD. AI route optimization ensures rapid response times, with mobile capabilities letting technicians fulfill work orders and invoices without issue in the field.
Consumer Electronics
Due to the speedy development of consumer electronics, prompt and effective repair solutions are essential for customer satisfaction. nexaFIELD facilitates automated warranty tracking, remote diagnostics, and AI-driven technician dispatching, ensuring correct experts for each task. Post-sales service can be improved by providing predictive maintenance notifications and real-time communication with customers, minimizing downtime and maximizing brand loyalty.
Facilities Management
With several facilities to manage, a centralized, data-oriented strategy for maintenance, asset management, and compliance is needed. nexaFIELD assists facility managers in scheduling and monitoring maintenance, tracking equipment condition, and work order management in real-time. With AI-based insights, organizations can forecast equipment failures, maximize workforce deployment, and ensure regulatory compliance—guaranteeing well-maintained and effective facilities with the least amount of downtime.
Security Systems
In the security and surveillance market, punctual installation, maintenance, and monitoring of devices such as CCTV, alarms, and access control systems are paramount. nexaFIELD offers automated scheduling of services, asset tracking, and real-time dispatching of technicians, guaranteeing timely and effective service to customers. AI-powered diagnostic capabilities can identify system malfunctions before they cause failure, facilitating proactive maintenance and improving overall security system dependability.
Utilities and Energy
Field service in the utilities and energy sector requires managing vast infrastructure, ensuring regulatory compliance, and responding swiftly to service disruptions. nexaFIELD helps utility providers automate work order management, optimize field crew scheduling, and enable real-time asset monitoring through IoT integration. AI-driven predictive analytics can forecast equipment failures, allowing companies to reduce downtime, improve energy efficiency, and enhance overall service reliability.
Telecommunications
From infrastructure maintenance to fresh installations, telecommunications providers need effective workforce management to match increasing demand. nexaFIELD allows telecom providers to optimize service requests, automate dispatching of technicians, and handle bulk infrastructure maintenance. AI-driven capabilities maximize network uptime, forecast service outages, and improve customer satisfaction with real-time service monitoring—providing uninterrupted connectivity to end-users
Field Service Analytics
Gain deep insights into field operations with real-time analytics and reporting. nexaFIELD captures key performance indicators (KPIs) such as technician productivity, job completion rates, and service response times.
Predictive analytics help businesses optimize resource allocation, improve service efficiency, and reduce operational costs. Data-driven insights enhance decision-making, enabling continuous process improvements for better customer satisfaction and profitability.
360 Degree Account View
Get a complete overview of customer accounts, covering service history, assets, contracts, and previous interactions nexaFIELD provides a centralized data repository, allowing teams to offer tailored and proactive field services. With built-in data analytics, businesses can foresee customer needs, boost engagement, and refine service delivery.
This all-encompassing visibility equips teams with actionable insights to improve operational efficiency and foster long-term customer loyalty. By consolidating customer data, nexaFIELD facilitates swift decision-making and enhances service execution, leading to greater satisfaction and retention.
Contract Management
Efficiently track, manage, and automate service contracts with real-time monitoring and renewal alerts. nexaFIELD helps businesses stay on top of their contractual obligations, avoiding gaps in service coverage and compliance issues. The system features automated billing triggers, contract analytics, and proactive renewal/expiry notifications, all of which enhance operational efficiency.
Companies can uphold service level agreements (SLAs) without the need for manual oversight, thereby lessening administrative workloads. With a well-organized contract repository, service teams can quickly access essential information, ensuring smooth service delivery. nexaFIELD simplifies documentation, enhancing contract lifecycle management and compliance.
Asset/Equipment Management
Keep an eye on customer assets in real-time with features like integrated tracking, lifecycle monitoring, and predictive maintenance scheduling. nexaFIELD uses AI-driven insights to plan preventive maintenance, which helps minimize asset downtime and boost performance. The system allows field teams to access asset history, maintenance records, and usage analytics, leading to more accurate service recommendations.
Companies can lower operational costs by avoiding unexpected breakdowns and maximizing asset utilization. With IoT-based integrations, real-time tracking of asset health is possible, enhancing overall efficiency. By maintaining comprehensive service logs, nexaFIELD promotes better compliance and extends asset lifespan.
Service Orders/Work Orders/Job Cards
Transform your service orders by digitizing and automating them with smart workflows that enhance task assignments and tracking. nexaFIELD offers real-time updates to facilitate smooth coordination among dispatchers, technicians, and customers. Work orders and RMA management can be automatically created based on set rules, leading to faster response times and better scheduling. Technicians are equipped with comprehensive job details, including checklists and troubleshooting guides, which boosts first-time fix rates.
The system promotes full transparency, minimizing miscommunication and delays. Companies can assess service trends to enhance workforce efficiency and elevate customer satisfaction. Automated alerts and notifications keep teams updated on service status, RMA progress, and completion timelines.nexaFIELD
Quote/Order/Invoice Management
Enhance the service-to-cash cycle with automated quote generation, order processing, and invoice management. nexaFIELD removes the risk of manual data entry errors, guaranteeing accurate and timely invoicing. Companies can lighten their administrative burden with pre-set pricing rules and tax calculations. Automated workflows facilitate quicker approvals, shortening turnaround times for service quotes.
Customers benefit from real-time invoice updates, fostering transparency and trust. nexaFIELD integrates smoothly with accounting systems, making financial reconciliation easier. By speeding up revenue cycles, businesses can ensure a steady cash flow and boost their financial health.
Service Centre Management
Standardizing processes across various service centers with centralized oversight and performance monitoring is essential. nexaFIELD offers real-time insights into service operations, guaranteeing consistent quality and productivity. Companies can effectively allocate resources, monitor workloads, and manage technician availability across different locations. With advanced reporting tools, key performance indicators (KPIs) can be tracked, enhancing decision-making.
The system supports coordination across multiple locations, minimizing operational inefficiencies and downtime. Automated workflows ensure consistent service delivery, upholding high standards in all centers. By utilizing digital tools, businesses can enhance response times and boost customer satisfaction.
Notifications & SLA Management
Stay on top of your service commitments with real-time alerts and SLA tracking to avoid breaches. nexaFIELD automates service deadlines, helping you stay compliant with contractual obligations. Both technicians and managers receive immediate notifications as SLAs approach, which minimizes delays and enhances response times. Businesses can set up custom escalation workflows to ensure service requests are resolved promptly.
The system boosts accountability by monitoring SLA performance metrics and providing actionable insights. Customers enjoy proactive service updates, which enhance transparency and satisfaction. With nexaFIELD, businesses can reliably meet and exceed service expectations, thereby strengthening client relationships.
Knowledge Base
Equip field technicians with a smart knowledge base that provides troubleshooting guides, procedural manuals, and video tutorials. nexaFIELD centralizes technical documentation, allowing for quick access to essential information during service calls. With AI-powered search capabilities, technicians can find solutions more quickly, which helps to reduce resolution times. The system is continuously updated with new insights, ensuring that teams are aware of the latest best practices.
Businesses can standardize their service procedures, leading to improved consistency and quality. A collaborative environment for knowledge sharing enhances technician training and onboarding. By offering instant access to expert knowledge, nexaFIELD boosts first-time fix rates and overall efficiency.
Resource Scheduling & Dispatch
Enhance technician assignments with intelligent scheduling that considers availability, skill sets, ratings, location, distance, and other parameters. nexaFIELD guarantees that the appropriate technician is matched with the right job, minimizing delays and boosting efficiency. The system adapts schedules dynamically to accommodate real-time changes, such as cancellations or urgent requests. Automated notifications keep field teams updated, decreasing idle time and increasing productivity.
Companies can monitor technician performance and workload distribution for improved workforce planning. Integrated GPS and route optimization also contribute to timely service delivery. Streamlined scheduling lowers operational costs and elevates customer satisfaction.
Site Route Planning
Improve field efficiency with AI-driven route optimization that cuts down on travel time and fuel costs. nexaFIELD determines the most effective routes using real-time traffic information, job locations, and technician availability. By minimizing unnecessary travel, companies can handle more service calls each day, boosting operational capacity.
The system automatically updates routes in response to last-minute schedule changes or urgent requests. Built-in navigation tools offer turn-by-turn directions, ensuring timely arrivals. Companies enjoy reduced fuel expenses and better workforce utilization. Real-time tracking allows dispatchers to oversee technician movements for improved service coordination.
Warehouse & Trunk Inventory
Achieve effective inventory management with real-time tracking of spare parts, tools, and technician trunk stock. nexaFIELD seamlessly integrates with ERP systems to keep inventory levels optimal, avoid stockouts, and minimize delays.
The system sends automated replenishment alerts, ensuring technicians are equipped with the necessary parts before they head out. With real-time visibility into inventory, businesses can optimize stock allocation, cutting down on waste and operational costs. Enhanced tracking mechanisms boost supply chain efficiency, enabling improved forecasting and inventory control.
Site Visit Reporting
Empower field teams to digitally document detailed reports on job completion, customer feedback, and on-site conditions. nexaFIELD facilitates smooth documentation by integrating images, notes, and customer signatures into service records. These reports enhance transparency, compliance, and audit preparedness while offering insights into recurring issues.
Companies can utilize analytics from these reports to optimize workflows, improve service quality, and pinpoint potential training requirements. Real-time reporting features ensure that teams stay informed and accountable for their service delivery.
Timesheet Management
Manage technician time tracking, job durations, and work hours effortlessly with nexaFIELD to boost workforce productivity. This system minimizes manual errors by digitally recording work times, which helps ensure payroll accuracy and compliance with regulations.
Supervisors can see employee work patterns more clearly, enabling improved resource allocation and management of labor costs. Additionally, the automated tracking system aids in assessing technician performance, optimizing workload distribution, and simplifying administrative tasks associated with workforce management.
Travel & Expense Management
Streamline the tracking of travel expenses and reimbursements with nexaFIELD’s automated workflows. Employees can easily submit their travel and expense claims online, and managers can approve these requests with ease.
The system generates detailed reports on spending trends, helping to ensure compliance with policies and optimize costs. Automated calculations reduce the risk of errors, improving financial accuracy. With real-time insights into travel costs, businesses can effectively plan their budgets while minimizing administrative burdens.
Integrated Project Management
Effortlessly manage long-term field service projects with nexaFIELD’s project tracking and collaboration tools. The system provides real-time insights into project timelines, milestones, resource allocation using Gantt chart.
Companies can simplify task delegation, monitor progress, and maintain compliance with deadlines. Integrated workflows enhance coordination across functions, minimizing bottlenecks and inefficiencies. With automated reporting and analytics, businesses can improve project execution and overall service delivery.
Customer Portal
Improve the customer experience by offering a self-service portal where clients can monitor service requests, view invoices, and connect with support teams. nexaFIELD provides real-time insights into service status, promoting transparency and quick responses.
The portal lightens the support team’s workload by empowering customers to handle appointments, modify service preferences, and check past interactions on their own. Secure access and smooth integration with CRM systems boost customer engagement and satisfaction.
Subcontractor Management
Enhance subcontractor management with nexaFIELD by effectively monitoring vendor performance, compliance, and service delivery. The system guarantees that subcontractors adhere to service level agreements (SLAs) through automated oversight.
Companies can easily track subcontractor schedules, job completion rates, and adherence to contracts. Streamlined workflows boost efficiency, facilitating smooth collaboration while upholding service quality and compliance.
Integrated Payments
Facilitate secure and smooth payment processing by connecting nexaFIELD with various payment gateways. The system streamlines invoice creation and payment reconciliation, minimizing delays and boosting cash flow.
Customers enjoy a range of flexible payment options, providing a hassle-free experience. Secure transaction processing improves financial oversight and revenue tracking.
ERP & CRM Connectors
Integrate nexaFIELD with ERP and CRM platforms to enable real-time data exchange and workflow automation. These integrations help synchronize customer data, work orders, inventory, and billing, reducing manual effort and errors. Automated processes improve service coordination and decision-making, ensuring smooth communication across teams.
nexaFIELD supports API-based and standard integrations, making it adaptable to various business needs. With seamless connectivity, businesses can optimize operations and enhance customer experience.
Mobile & Tablet Ready
nexaFIELD is optimized for mobile and tablet use, allowing field technicians to perform their tasks from virtually anywhere. Its mobile-friendly design boosts productivity by offering real-time updates, digital forms, and automated data collection.
By minimizing paperwork and facilitating task management on the go, companies can enhance efficiency and provide better service, even in hard-to-reach areas.
IOT Integration
Integrate nexaFIELD with IoT devices for real-time asset monitoring and predictive maintenance. By collecting data from sensors, businesses can reduce equipment failures, automate service interventions, and extend asset lifespan.
Remote diagnostics enable proactive service solutions, cutting down on downtime and increasing efficiency. IoT connectivity improves operational decision-making by delivering real-time performance insights.
Dynamic Forms & Checklists
Dynamic Forms & Checklists streamline the digitization of workflows with customizable forms and checklists. nexaFIELD allows technicians to easily conduct inspections, audits, and compliance tracking. With standardized reporting, data capture becomes more accurate, reducing the need for manual paperwork and enhancing service quality. By organizing field data collection through digital checklists, companies can improve operational consistency and elevate overall service delivery.
Remote Assistance
nexaFIELD offers real-time support to field technicians via live video, chat, and troubleshooting tools. This feature reduces downtime by allowing experts to assist technicians with complex repairs. It boosts first-time fix rates, fosters collaboration, and speeds up issue resolution. By providing immediate support, businesses can enhance technician productivity and improve overall service dependability.
Omni-Channel Ticketing
nexaFIELD enables the management of customer requests across various communication platforms, such as email, chat, social media, and phone calls. NexaFIELD consolidates service tickets, ensuring smooth issue resolution and quicker response times. Automated ticket routing and prioritization enhance operational efficiency, while real-time tracking improves customer satisfaction. Companies gain valuable insights into service trends through unified ticket tracking, helping them refine workflows and optimize customer support.
Seamless Integration for Unified Operations
nexaFIELD is designed to seamlessly integrate with a wide range of enterprise systems, ensuring a unified and streamlined workflow for businesses of all sizes. Whether you are using a CRM, ERP, invoicing system, or IoT platform, nexaFIELD bridges the gap between disparate tools, creating a cohesive ecosystem that enhances efficiency and visibility across your operations.
CRM Integration: Enhancing Customer Engagement
nexaFIELD integrates effortlessly with leading CRM platforms like Salesforce, Microsoft Dynamics, and SugarCRM, enabling businesses to:
- Maintain a single source of truth for customer data, service history, and asset information.
- Streamline service request creation directly from the CRM, ensuring a smoother customer experience.
- Leverage customer insights to offer personalized and proactive field services.
ERP Integration: Synchronizing Back-End Processes
By integrating with ERP systems like SAP, Oracle, IFS, and QAD, nexaFIELD ensures that your back-end processes are perfectly aligned with field operations.
Key benefits include:
- Accurate inventory tracking for spare parts and tools, reducing delays caused by stockouts.
- Real-time synchronization of products, work orders, billing, and inventory to prevent delays and accelerate faster payment cycles.
- Seamless data exchange between service teams and operational teams for better collaboration.
IIoT Integration: Revolutionizing Predictive Maintenance
NexaFIELD leverages Industrial Internet of Things (IIoT) technology to:
- Gather real-time asset performance data from connected devices.
- Trigger predictive maintenance workflows, reducing downtime and preventing costly failures.
- Enable technicians to access live diagnostics and remote troubleshooting tools, boosting first-time fix rates.
Invoicing and Payment Integration: Accelerating Revenue Collection
With nexaFIELD, businesses can integrate their preferred invoicing and payment systems to:
- Automate the generation and dispatch of invoices as service requests are closed.
- Enable seamless payment processing, reducing delays and enhancing cash flow.
- Offer customers multiple payment options via a secure, integrated customer portal.
Omnichannel Integration
nexaFIELD ensures a seamless omnichannel experience by integrating with multiple communication platforms, enabling businesses to interact with customers across various touchpoints.
- Centralized management of customer interactions across email, chat, social media, and call centers.
- Real-time synchronization of service requests from different channels for faster resolution.
- Enhanced customer engagement through AI-driven chatbots and automated responses.
Supported Connectors and APIs
nexaFIELD comes equipped with ready-to-use connectors for popular platforms and supports custom API integration for unique business needs. Whether you’re working with Salesforce, SAP, Twilio, or a proprietary system, NexaFIELD ensures smooth implementation and data flow across your software stack.
By integrating NexaFIELD into your existing ecosystem, you’re not just adopting a field service management solution—you’re building a robust foundation for long-term operational excellence and customer satisfaction.
STARTER
Per User/Month
Requires Sugar Sell Standard/higher or Enterprise/higher Buy now |
STANDARD
Per User/Month
Requires Sugar Sell Advanced/higher or Sugar Enterprise/higher 1 Requires Sugar Integrate license |
PREMIUM
Per User/Month
Requires Sugar Sell Advanced/higher + Serve or Sugar Enterprise2 Requires separate payment gateway plan |
Starter
$25
per user/month
- Dispatcher Workspace
- Asset Management
- Contracts
- Work Orders / Job Cards
- Mobile & Tablet App
- Dynamic Forms & Checklists
- Resource Management
- Service Centre Management
- Quotes, Orders, Invoices
- Workflows, Notifications, SLAs
- Reports & Dashboards
Requires Sugar Sell Standard/higher or Enterprise/higher
Most Popular
Standard
$50
per user/month
- Everything in Starter
- Ticketing
- Timesheet Management
- Punch Clock
- Travel & Expense Management
- GPS Tracking
- Inventory management
- Smart Assignment
- ERP Integration1
Requires Sugar Sell Advanced/higher or Sugar Enterprise/higher 1
Requires Sugar Integrate license
Requires Sugar Integrate license
Premium
$80
per user/month
- Everything in Standard
- Service Console
- AI-powered Route Optimization
- AI-powered Smart Assignment
- Project Management
- Integrated Payments2
Requires Sugar Sell Advanced/higher + Serve or Sugar Enterprise2
Requires separate payment gateway plan
Requires separate payment gateway plan
Frequently Asked Questions
What is a Field Service Management (FSM) solution?
A Field Service Management solution is a software platform designed to help organizations manage and optimize their field operations, such as scheduling and dispatching technicians, tracking work orders, managing inventory, and improving communication with customers.
Who can benefit from a Field Service Management solution?
FSM solutions are ideal for industries with field operations, including utilities, manufacturing, telecommunications, healthcare, HVAC, and equipment maintenance. Any organization with field technicians or service teams can benefit from an FSM solution.
What are the key features of an FSM solution?
Some common features include:
- Work order and service request management.
- Resource scheduling and dispatching.
- Route optimization and navigation.
- Inventory and asset management.
- Customer communication tools.
- Reporting and analytics.
How does an FSM solution improve customer satisfaction?
FSM solutions enhance customer satisfaction by:
- Ensuring timely service delivery.
- Improving first-time fix rates.
- Providing real-time updates to customers.
- Enabling easy access to service history and records.
Can FSM solutions integrate with other business systems?
Yes, most FSM solutions can integrate with CRM, ERP, invoicing, and IIoT platforms, allowing seamless data flow and better coordination across departments.
How do FSM solutions assist field technicians?
Field technicians benefit from:
- Access to job details and history on mobile devices.
- Real-time updates and communication with the office.
- Tools for capturing signatures, photos, and notes on-site.
- Guidance through a knowledge base or troubleshooting tools.
How can FSM solutions help reduce operational costs?
FSM solutions reduce costs by:
- Optimizing resource allocation and scheduling.
- Minimizing travel time and fuel costs with route planning.
- Reducing paperwork and manual errors.
- Enhancing inventory management to avoid overstock or stockouts.
Is an FSM solution suitable for small businesses?
Yes, FSM solutions are scalable and can be tailored to meet the needs of small, medium, or large organizations. Many providers offer tiered plans to fit varying budgets and requirements.
What are the benefits of using a customer portal in FSM?
A customer portal allows clients to:
- Track the status of service requests.
- View invoices and service histories.
- Communicate directly with service teams.
- Schedule or reschedule appointments easily.
How do I choose the right FSM solution for my business?
When selecting an FSM solution, consider:
- Your industry-specific needs.
- Integration capabilities with existing systems.
- Scalability and customization options.
- Mobile accessibility for field teams.
- Vendor support and implementation services.
Have additional questions?
Contact a field service expert to learn more about finding the right solution for your organization.